Who are we? 

Founded in 2014 by Khadim Batti and Vara Kumar, Whatfix is a leading global B2B SaaS provider and the largest pure-play enterprise digital adoption platform (DAP). Whatfix empowers companies to maximize the ROI of their digital investments across the application lifecycle, from ideation to training to the deployment of software. Driving user productivity, ensuring process compliance, and improving user experience of internal and customer-facing applications.

Spearheading the category with serial innovation and unmatched customer-centricity, Whatfix is the only DAP innovating beyond the category, positioning itself as a comprehensive suite for GenAI-powered digital adoption, analytics, and application simulation. Whatfix product suite consists of 3 products - DAP, Product Analytics, and Mirror. This product suite helps businesses accelerate ROI on digital investments by streamlining application deployment across its lifecycle.

Whatfix has seven offices across the US, India, UK, Germany, Singapore, and Australia and a presence across 40+ countries.

Customers: 700+ enterprise customers, including over 80 Fortune 500 companies such as Shell, Microsoft, Schneider Electric, and UPS Supply Chain Solutions. 

Investors: Raised a total of ~$270 million. Most recently Series E round of $125 Million led by Warburg Pincus with participation from existing investor SoftBank Vision Fund 2. Other investors include Cisco Investments, Eight Roads Ventures (A division of Fidelity Investments), Dragoneer Investments, Peak XV Partners, and Stellaris Venture Partners.

• Whatfix is among the “Top 50 Indian Software Companies” as per G2 Best Software Awards. 

• Recognized as a “Leader” in the digital adoption platforms (DAP) category for the past 4+ years by leading analyst firms like Gartner, Forrester, IDC, and Everest Group.

• The only vendor recognized as a Customers’ Choice in the 2024 Gartner® Voice of the Customer for Digital Adoption Platforms has once again earned the Customers’ Choice distinction in 2025. We also boast a star rating of 4.6 on G2 Crowd, 4.5 on Gartner Peer Insights, and a high CSAT of 99.8%

• Highest-Ranking DAP on 2023 Deloitte Technology Fast 500™ North America for Fourth Consecutive Year

• Won the Silver for Stevie's Employer of the Year 2023 – Computer Software category and also recognized as Great Place to Work 2022-2023 

• Only DAP to be among the top 35% companies worldwide in sustainability excellence with EcoVadis Bronze Medal

• On the G2 peer review platform, Whatfix has received 77 Leader badges across all market segments, including Small, Medium, and Enterprise, in 2024, among numerous other industry recognitions.

Be one of the key members in this awesome journey of building a billion-dollar company!

About the Role

The Lead – Corporate Finance will play a critical role in ensuring financial integrity, regulatory compliance, operational efficiency, and strategic financial reporting. This role requires a strong blend of technical accounting expertise, regulatory knowledge, operational rigor, and leadership capability to support a fast-growing, global SaaS organization.

What You’ll Do

• Lead and oversee monthly payroll processing, payouts, and all related statutory compliances, ensuring accuracy, timeliness, and regulatory adherence.

• Review and authorize vendor and other payments, including banking portal management and payment governance controls.

• Drive end-to-end Direct and Indirect Tax compliance, ensuring strong controls, accuracy in filings, and proactive risk mitigation.

• Partner with external valuers to provide inputs and oversight for ESOP, RSU, and gratuity valuations, ensuring compliance and financial accuracy.

• Provide leadership oversight on banking operations, day-to-day financial transactions, reconciliations, and cash flow monitoring.

• Ensure full compliance with RBI and FEMA regulations, including timely filings and regulatory reporting.

• Establish robust accounting controls and governance over corporate assets.

• Deliver high-quality periodic MIS, financial, and analytical reports to management, board members, and investors.

Eligibility and Required Skills

• 7 to 10 years of post-qualification experience (CA – Inter/Final), preferably within a software or high-growth technology company.

• Strong hands-on experience in preparing financial statements in accordance with Ind AS (Consolidated and Standalone).

• Expertise in the Oracle NetSuite accounting system.

• Solid experience in preparing financial statements under Indian GAAP.

• Strong analytical acumen with deep experience in balance sheet reviews, financial analysis, and board/investor reporting.

• Excellent communication and presentation skills, with the ability to articulate complex financial insights clearly.

• Strong executive presence and the ability to influence cross-functional and senior stakeholders.

• Demonstrated experience in building, mentoring, and managing high-performing teams.

• Ability to operate both strategically and hands-on in a fast-paced, global, high-growth environment.

Perks & Benefits (India) 

• Best-in-class medical insurance coverage

• Free lunch & dinner buffet 

• Doorstep cab drop facility 

• Education sponsorship 

• Internal job transfer & global mobility programs 

• Scope to represent Whatfix at global events

• We also provide uncapped incentives, bonus plans and opportunities to employees (especially those in GTM teams) to travel to meet our global customers

Note: 

• We strive to live and breathe our Cultural Principles and encourage employees to demonstrate some of these core values - Customer First; Empathy; Transparency; Fail Fast and scale Fast; No Hierarchies for Communication; Deep Dive and innovate; Trust, Do it as you own it; 

• We are an equal opportunity employer and value diverse people because of and not in spite of the differences. We do not discriminate on the basis of race, religion, color, national origin, ethnicity, gender, sexual orientation, age, marital status, veteran status, or disability status 

• At Whatfix, we deeply value collaboration, innovation, and human connection. We believe that being together in the office five days a week fosters open communication, strengthens our sense of community, and accelerates innovation—ultimately helping us achieve our goals more effectively. At the same time, we recognize the importance of flexibility in balancing personal and professional priorities. To support this, we offer the option to work from home up to two days per month.

• In any situation that requires additional flexibility, we’re open to considering exceptions on a case-by-case basis to ensure you’re supported in managing both work and life seamlessly.